- Investment
- Explore
-
Tools
SIP Calculator Calculate Future value of SIP Investment
SWP Calculator Plan Your Wealth with Our SWP Calculator
Step-Up SIP Calculator Step Up Your SIP Strategy with Our Calculator
STP Calculator Calculate Your STP Returns Easily
Compare Funds Detailed comparison of funds in
MF Screener Pinpoint the right funds
All Calculator All Financial Calculators at your Fingertips
-
Blogs
Mutual Fund Research Reports Detail Analysis of Mutual Fund
MF Expert Views Views by Expert on News
Mutual Fund News Find Latest News & Updates
Mutual Fund Learning Learn Concept of Mutual Funds
Newsletter Read market update month wise
Web Story Quick informative & trending stories
Blogs Explore trends, tips & strategies
-
Pro Services
Expert Curated Portfolios Smart portfolios crafted by market specialists
Funds Recommendations Get best funds shortlisted by expert for 2025
Portfolio Check-up Fix your portfolio with top MF Analyst
Personalised SIP Portfolio Get portfolio customised according to your needs
Loan Against Mutual Funds Get instant cash against securities
+91-9660032889
+91-9660032889
support@mysiponline.com
Quant Focused Fund vs Tata Focused Equity Fund compare
Tata Focused Fund-Regular Plan-Growth
Quant Focused Fund-Growth
Chart Comparison
Overview
| Scheme Name | Tata Focused Fund-Regular Plan-Growth | Quant Focused Fund-Growth |
|---|---|---|
| Fund | Tata Focused Fund-Regular Plan-Growth | Quant Focused Fund-Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Average | Very High |
| Asset Size (Cr) | ₹1819 Cr | ₹1064 Cr |
| Min Investment | ₹5000 | ₹5000 |
| Min SIP Invesment | ₹100 | ₹1000 |
| Min Addl Investment | ₹1000 | ₹1000 |
| Launch Date | 05 Dec 2019 | 29 Aug 2008 |
| Category | Focused | Focused |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY 500 TRI | NIFTY 500 TRI |
| Turn Over | 32.33% | % |
| Expense Ratio | 2.04 | 2.18 |
| Manager | Kapil Malhotra | Sanjeev Sharma |
| ISIN Code | INF277K010Y2 | INF966L01374 |
| Exits Load | Tata Focused Equity Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 | Quant Focused Fund - Growth charges 1.0% of sell value; if fund sold before 15 days. There are no other charges./365 |
Trailing Lumpsum Returns
| Scheme Name | Tata Focused Fund-Regular Plan-Growth | Quant Focused Fund-Growth |
|---|---|---|
| 1 Month | 2.37% | 2.56% |
| 6 Month | 5.56% | 4.89% |
| 1 Year | 2.89% | 1.8% |
| 3 Year | 14.59% | 14.11% |
| 5 Year | 18.08% | 20.12% |
SIP Return Analysis
| Scheme Name | Tata Focused Fund-Regular Plan-Growth | Quant Focused Fund-Growth |
|---|---|---|
| 6 Month | 1.42% | 1.78% |
| 1 Year | 7.92% | 8.9% |
| 3 Year | 11.79% | 10.49% |
| 5 Year | 13.34% | 13.2% |
Rolling Lumpsum Returns
| Scheme Name | Tata Focused Fund-Regular Plan-Growth | Quant Focused Fund-Growth |
|---|---|---|
| 1 Year | 17.79% | 13.7% |
| 3 Year | 18.47% | 16.91% |
| 5 Year | 20.13% | 16.12% |
Risk Management
| Scheme Name | Tata Focused Fund-Regular Plan-Growth | Quant Focused Fund-Growth |
|---|---|---|
| Standard Deviation | 12.52% | 15.933% |
| Sharp | 0.65% | 0.641% |
| Beta | 0.91% | 1.052% |
| Alpha | -0.40% | 1.751% |
Fund Managers
| Scheme Name | Tata Focused Fund-Regular Plan-Growth | Quant Focused Fund-Growth |
|---|---|---|
| Name | Kapil Malhotra | Sanjeev Sharma |
| Total AUM | ₹18472 Cr | ₹39731 Cr |
| Funds Managed | 7 | 22 |
| Tata Focused Fund-Regular Plan-Growth | Quant Focused Fund-Growth |
Market Cap
| Scheme Name |
Tata Focused Fund-Regular Plan-Growth |
Quant Focused Fund-Growth |
|---|---|---|
| Others | 9.03 | 27.88 |
| Large Cap | 58.64 | 64.16 |
| Small Cap | 15.38 | 7.96 |
| Mid Cap | 16.95 | - |
Sector Allocation
| Scheme Name |
Tata Focused Fund-Regular Plan-Growth |
Quant Focused Fund-Growth |
|---|---|---|
| Others | 6.62 | 24.39 |
| Energy | 4.17 | 9.17 |
| Technology | 14.36 | 1.43 |
| Consumer Cyclical | 8.37 | 3.79 |
| Industrials | 10.69 | 9.77 |
| Consumer Defensive | 1.94 | - |
| Financial Services | 26.1 | 21.92 |
| Healthcare | 16.76 | 6.71 |
| Real Estate | 2.29 | 7.07 |
| Basic Materials | 2.36 | - |
| Utilities | 6.34 | 15.76 |
Top Comparisons
Sundaram Small Cap Fund Regular Plan - Growth
3Y Returns21.11%
Quant Small Cap Fund Regular Growth
3Y Returns23.47%
HDFC Money Market Fund - Growth Option
3Y Returns7.48%
LIC MF Money Market Fund Regular - Growth
3Y Returns6.37%
Mirae Asset Corporate Bond Fund Regular Growth
3Y Returns7.35%
UTI Corporate Bond Fund - Regular Plan - Growth Option
3Y Returns7.66%
Franklin India Small Cap Fund-Growth
3Y Returns21.82%
Sundaram Small Cap Fund Regular Plan - Growth
3Y Returns21.11%
